Ownership history in Core Wealth Management, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Management, Inc. reported a position in DIMENSIONAL ETF TRUST (DFEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 50,408 | +721 | +1.5% | 0.52% | $1.7M | $33.08 |
| 2025 Q3 | ADDED | 49,687 | +5,423 | +12.3% | 0.51% | $1.6M | $31.87 |
| 2025 Q2 | REDUCED | 44,264 | -7,464 | -14.4% | 0.46% | $1.3M | $29.26 |
| 2025 Q1 | ADDED | 51,728 | +5,612 | +12.2% | 0.53% | $1.4M | $25.86 |
| 2024 Q4 | ADDED | 46,116 | +9 | +0.0% | 0.47% | $1.2M | $25.54 |
| 2024 Q3 | UNCHANGED | 46,107 | — | 0% | 0.50% | $1.2M | $27.27 |
| 2024 Q2 | ADDED | 46,107 | +205 | +0.4% | 0.50% | $1.2M | $25.65 |
| 2024 Q1 | ADDED | 45,902 | +548 | +1.2% | 0.51% | $1.2M | $24.29 |
| 2023 Q4 | ADDED | 45,354 | +1,351 | +3.1% | 0.54% | $1.1M | $23.75 |
| 2023 Q3 | ADDED | 44,003 | +4,942 | +12.7% | 0.53% | $1.0M | $22.07 |
As of 2025 Q4 — sorted by position size